Cordatus Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
24,693
-599
| -2% | -$15.6K | 0.16% | 100 |
|
|
2025
Q1 | $642K | Buy |
25,292
+1,335
| +6% | +$33.9K | 0.18% | 91 |
|
|
2024
Q4 | $507K | Buy |
23,957
+132
| +0.6% | +$2.79K | 0.13% | 104 |
|
|
2024
Q3 | $460K | Hold |
23,825
| – | – | 0.17% | 89 |
|
|
2024
Q2 | $405K | Buy |
+23,825
| New | +$405K | 0.15% | 95 |
|
|
2023
Q3 | – | Sell |
-24,680
| Closed | -$444K | – | 135 |
|
|
2023
Q2 | $444K | Buy |
+24,680
| New | +$444K | 0.17% | 100 |
|
|
2021
Q1 | $723K | Buy |
34,100
+12,550
| +58% | +$266K | 0.28% | 118 |
|
|
2020
Q4 | $436K | Buy |
+21,550
| New | +$436K | 0.18% | 117 |
|